TPCW

TD Private Client Wealth Portfolio holdings

AUM $4.44B
1-Year Est. Return 13.64%
This Quarter Est. Return
1 Year Est. Return
+13.64%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$2.41B
AUM Growth
+$68.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,296
New
Increased
Reduced
Closed

Top Buys

1
+$19.4M
2
+$9.04M
3
+$8.56M
4
IWF icon
iShares Russell 1000 Growth ETF
IWF
+$8.55M
5
SHY icon
iShares 1-3 Year Treasury Bond ETF
SHY
+$4.86M

Top Sells

1
+$28.8M
2
+$16.2M
3
+$10.8M
4
IWM icon
iShares Russell 2000 ETF
IWM
+$9.07M
5
VCSH icon
Vanguard Short-Term Corporate Bond ETF
VCSH
+$7M

Sector Composition

1 Technology 10.32%
2 Healthcare 7.29%
3 Financials 7.04%
4 Industrials 4.64%
5 Communication Services 4.26%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
501
$271K 0.01%
3,563
-27
502
$268K 0.01%
893
-564
503
$268K 0.01%
2,323
+161
504
$268K 0.01%
1,099
+7
505
$267K 0.01%
316
-21
506
$267K 0.01%
1,976
-18
507
$266K 0.01%
4,561
-82
508
$264K 0.01%
7,583
+568
509
$262K 0.01%
6,952
-5,001
510
$260K 0.01%
16,412
+492
511
$258K 0.01%
20,533
+510
512
$257K 0.01%
13,006
-6,105
513
$257K 0.01%
1,377
+35
514
$257K 0.01%
694
-80
515
$256K 0.01%
3,831
-2,255
516
$256K 0.01%
9,252
+7,468
517
$255K 0.01%
474
-28
518
$250K 0.01%
2,635
-62
519
$250K 0.01%
+13,093
520
$245K 0.01%
2,362
-60
521
$245K 0.01%
867
+36
522
$244K 0.01%
6,357
523
$242K 0.01%
1,868
+20
524
$242K 0.01%
1,743
-408
525
$241K 0.01%
2,842
+34
19 20
21
22 23